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Livermore
Livermore
ZHEN

Visionary Wealth Advisors

SEC CIK
0001802984
Latest filing
Aug 13, 2026

DUK holding history

Duke Energy CORP in every 13F filed by Visionary Wealth Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DUK overviewAll 13F holders of DUKFull Q2 2026 holdings

Shares (Q2 2026)
77,162
Value
$9.77M
% of portfolio
0.4%
Quarters held
22
Since Q1 2021
Holdings of DUK by Visionary Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202677,162$9.77M0.4%+2,120+2.8%AddedHolders
Q1 202675,042$9.83M0.4%+3,649+5.1%AddedHolders
Q4 202571,393$8.37M0.4%+1,505+2.2%AddedHolders
Q3 202569,888$8.65M0.4%+8,039+13.0%AddedHolders
Q2 202561,849$7.30M0.4%+55,534+879.4%AddedHolders
Q1 20256,315$770.2K<0.1%+68+1.1%AddedHolders
Q4 20246,247$673.0K<0.1%−69−1.1%ReducedHolders
Q3 20246,316$728.2K<0.1%+102+1.6%AddedHolders
Q2 20246,214$622.8K<0.1%+209+3.5%AddedHolders
Q1 20246,005$580.7K<0.1%−30−0.5%ReducedHolders
Q4 20236,035$585.6K<0.1%00.0%UnchangedHolders
Q3 20236,035$532.6K<0.1%−41−0.7%ReducedHolders
Q2 20236,076$545.3K<0.1%+84+1.4%AddedHolders
Q1 20235,992$578.0K<0.1%+1,044+21.1%AddedHolders
Q4 20224,948$510.0K<0.1%+67+1.4%AddedHolders
Q3 20224,881$454.0K<0.1%+16+0.3%AddedHolders
Q2 20224,865$522.0K<0.1%−12−0.2%ReducedHolders
Q1 20224,877$545.0K<0.1%+12+0.2%AddedHolders
Q4 20214,865$510.0K<0.1%00.0%UnchangedHolders
Q3 20214,865$475.0K<0.1%−35−0.7%ReducedHolders
Q2 20214,900$484.0K<0.1%−333−6.4%ReducedHolders
Q1 20215,233$505.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.